Top Tech Jobs & Startup Jobs in Charlotte, NC

The Client Pricing Director will lead pricing strategy, oversee pricing governance, conduct market analysis, and develop pricing innovation while collaborating across teams to optimize organizational pricing capability.

Prepare and review tax returns, assist in tax planning, research tax issues, maintain compliance, and support tax operations.

The Tax Operations Administrator manages client engagement, data setup, workflow processes, and operational improvements within the tax services, ensuring efficient tax operations and client satisfaction.

Lead communication strategies between corporate departments and advisor teams, develop content, enhance communication channels, and support advisor engagement.

The Tax Advisor prepares tax returns, provides tax planning advice, conducts research, fosters teamwork, and maintains tax expertise while collaborating with clients and internal teams.

The Senior Regional Marketing Specialist will develop and manage marketing strategies, foster relationships with advisor teams, and pilot innovative tools to support growth objectives.

Responsible for acquiring new clients with investable assets through direct marketing. Support advisory teams and drive revenue by closing clients and managing client relationships effectively.

The Tax Director leads a team of tax professionals, providing tax advisory, planning, and preparation services while focusing on team management and client satisfaction.

The Prospect Acquisition Associate will confirm and qualify prospective clients, schedule meetings with advisors, and facilitate an exceptional client experience, primarily through outbound calls and managing CRM documentation.